Challenge On Annuity Surrender Charges
By Jim ConnollyBostonRegulators discussing the proper annuity nonforfeiture rate were challenged by one of their own to put that issue aside and concentrate on the sale ...
June 14, 2005
Crisp Joins American Epress Retirement UnitThe retirement services arm of American Express Financial Advisors has hired Brian Crisp to be the director of client relationship management for its Southeastern ...
June 14, 2005
Interesting Times Ahead'Interesting Times' AheadWith a multitude of tensions between dreams and reality, the years spent in retirement may just turn out to be the most ...
June 14, 2005
Closer To Breaking The Deadlock?Senators of both parties are talking, but it may be mainly talkWashingtonEfforts are under way in the Senate to break the deadlock over repeal ...
June 14, 2005
Creative Retirement Planning For Highly Compensated EecutivesNonqualified deferred compensation arrangements offer many solutionsHighly compensated executives and business owners have a unique problem in funding their own retirement. Tax-favored qualified plans ...
June 14, 2005
Top Considerations In Designing Eecutive Group Life ProgramsWhen it comes to providing benefits to employees with diverse needs, human resource and benefit managers often face a Herculean task. The need to ...
June 14, 2005
Road-Tested And Ready To RollMore companies are hiring 'career switchers' to sell life insurancePicture this prospective agent walking into your offices: a male, about age 30, who has ...
June 14, 2005
Full Disclosures Variable Life Insurance ReportAs great as the potential rewards for buyers of variable life policies are, there is always the risk of volatility within subaccounts, particularly those ...